MFS MULTIMARKET INCOME TRUST - MMT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | History | Added to | 3,344,005 | 15,549 | 0.03% | 0.03% | 1 | +7,222 | 0.22% | Q4 2025 | Jan 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,845,731 | 13,232 | 0.0% | 0.0% | 2 | -34,043 | -1.18% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 929,201 | 4,320 | 0.0% | 0.0% | 3 | +18,304 | 2.01% | Q4 2025 | Feb 18, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 730,280 | 3,395 | 0.23% | 0.29% | 4 | -86,758 | -10.62% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 660,959 | 3,073 | 0.0% | 0.0% | 5 | -110,426 | -14.32% | Q4 2025 | Feb 19, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 642,159 | 2,986 | 3.66% | 0.03% | 6 | +359,502 | 127.19% | Q4 2025 | Feb 25, 2026 |
| Pathstone Holdings, LLC | History | New | 592,292 | 2,754 | 0.01% | — | 7 | +592,292 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 523,725 | 2,435 | 0.0% | 0.0% | 8 | -33,861 | -6.07% | Q4 2025 | Feb 11, 2026 |
| Advisors Asset Management, Inc. | History | New | 394,101 | 1,832 | 0.03% | — | 9 | +394,101 | New | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 378,191 | 1,759 | 0.0% | 0.0% | 10 | +4,289 | 1.15% | Q4 2025 | Feb 11, 2026 |
| COHEN & STEERS, INC. | History | No change | 329,603 | 1,533 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 235,831 | 1,096 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 227,371 | 1,057 | 0.34% | 0.38% | 13 | -7,355 | -3.13% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 206,224 | 958 | 0.0% | 0.0% | 14 | -3,563 | -1.7% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 185,521 | 862 | 0.0% | 0.0% | 15 | -2,154 | -1.15% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 179,392 | 834 | 0.0% | 0.0% | 16 | -4,018 | -2.19% | Q4 2025 | Jan 29, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 158,332 | 736 | 0.08% | 0.09% | 17 | +789 | 0.5% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 126,424 | 588 | 0.0% | — | 18 | +126,424 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 101,361 | 471 | 0.0% | 0.0% | 19 | -60,279 | -37.29% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 99,533 | 462 | 0.0% | 0.0% | 20 | -3,480 | -3.38% | Q4 2025 | Feb 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 88,913 | 413 | 0.18% | 0.23% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | New | 67,234 | 312 | 0.02% | — | 22 | +67,234 | New | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | No change | 60,746 | 282 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 59,359 | 276 | 0.0% | 0.0% | 24 | -2,062 | -3.36% | Q4 2025 | Feb 18, 2026 |
| M3 Wealth Management, LLC | History | New | 54,404 | 252 | 0.2% | — | 26 | +54,404 | New | Q4 2025 | Feb 09, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 54,404 | 252 | 0.2% | 0.24% | 25 | -290 | -0.53% | Q4 2025 | Feb 09, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 53,880 | 250 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 51,341 | 239 | 0.0% | 0.0% | 28 | -33,800 | -39.7% | Q4 2025 | Feb 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 50,500 | 234 | 0.04% | 0.02% | 29 | +13,000 | 34.67% | Q4 2025 | Feb 02, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 46,004 | 213 | 0.0% | 0.01% | 31 | -2,598 | -5.35% | Q4 2025 | Feb 03, 2026 |
| Sowell Financial Services LLC | History | Added to | 45,875 | 213 | 0.01% | 0.01% | 30 | +564 | 1.24% | Q4 2025 | Jan 21, 2026 |
| Bey-Douglas LLC | History | No change | 41,491 | 192 | 0.15% | 0.15% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 37,500 | 174 | 0.0% | — | 33 | +37,500 | New | Q4 2025 | Feb 05, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 34,588 | 160 | 0.09% | — | 34 | +34,588 | New | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 33,896 | 157 | 0.0% | 0.0% | 35 | +31,896 | 1594.8% | Q4 2025 | Feb 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 31,620 | 147 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 30,924 | 143 | 0.03% | 0.02% | 37 | +3,883 | 14.36% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 30,744 | 142 | 0.0% | 0.0% | 38 | -6,456 | -17.35% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 29,922 | 139 | 0.0% | 0.0% | 39 | +695 | 2.38% | Q4 2025 | Feb 17, 2026 |
| DECISION INVESTMENTS, INC | History | New | 29,600 | 137 | 0.15% | — | 40 | +29,600 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 29,184 | 135 | 0.0% | — | 41 | +29,184 | New | Q4 2025 | Feb 17, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 29,062 | 135 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | No change | 28,645 | 133 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 27,348 | 127 | 0.01% | 0.01% | 44 | -11,192 | -29.04% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 26,521 | 123 | 0.0% | — | 45 | +26,521 | New | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 26,174 | 121 | 0.0% | 0.0% | 46 | -2,698 | -9.34% | Q4 2025 | Feb 17, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 26,100 | 121 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 24,582 | 114 | 0.0% | — | 49 | +24,582 | New | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 24,550 | 114 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 24,236 | 112 | 0.07% | 0.07% | 50 | -29 | -0.12% | Q4 2025 | Jan 20, 2026 |
| HRT FINANCIAL LP | History | New | 24,071 | 111 | 0.0% | — | 51 | +24,071 | New | Q4 2025 | Feb 12, 2026 |
| Ethos Financial Group, LLC | History | No change | 23,772 | 110 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HOERTKORN RICHARD CHARLES | History | No change | 22,000 | 102 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 21,020 | 97 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 20,090 | 93 | 0.01% | — | 55 | +20,090 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 20,000 | 93 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Procyon Advisors, LLC | History | New | 19,844 | 92 | 0.0% | — | 58 | +19,844 | New | Q4 2025 | Jan 07, 2026 |
| Logan Stone Capital, LLC | History | New | 19,825 | 92 | 0.02% | — | 57 | +19,825 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 19,256 | 89 | 0.0% | — | 59 | +19,256 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 18,295 | 85 | 0.0% | — | 60 | +18,295 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | New | 17,992 | 83 | 0.0% | — | 61 | +17,992 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | No change | 17,772 | 82 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 17,000 | 79 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 15,658 | 72 | 0.0% | — | 64 | +15,658 | New | Q4 2025 | Feb 18, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | New | 15,500 | 72 | 0.04% | — | 65 | +15,500 | New | Q4 2025 | Jan 16, 2026 |
| Mariner, LLC | History | Reduced | 15,087 | 70 | 0.0% | 0.0% | 66 | -86 | -0.57% | Q4 2025 | Feb 13, 2026 |
| Broadway Wealth Solutions, Inc. | History | No change | 14,900 | 69 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | No change | 14,637 | 68 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,607 | 58 | 0.0% | 0.0% | 69 | -234 | -1.82% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 11,541 | 54 | 0.0% | 0.0% | 70 | -3,211 | -21.77% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,774 | 50 | 0.0% | 0.0% | 71 | +546 | 5.34% | Q4 2025 | Jan 05, 2026 |
| North Capital, Inc. | History | Reduced | 10,000 | 46 | 0.04% | 0.04% | 72 | -1 | -0.01% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,617 | 40 | 0.0% | 0.0% | 73 | -5,692 | -39.78% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 7,925 | 36 | 0.0% | — | 74 | +7,925 | New | Q4 2025 | Feb 13, 2026 |
| Founders Capital Management | History | No change | 6,270 | 29 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TCTC Holdings, LLC | History | No change | 5,850 | 27 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| West Branch Capital LLC | History | Added to | 5,000 | 23 | 0.01% | 0.0% | 77 | +4,000 | 400.0% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,560 | 21 | 0.0% | 0.0% | 78 | -3,350 | -42.35% | Q4 2025 | Jan 13, 2026 |
| Rossby Financial, LCC | History | No change | 4,493 | 20 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Added to | 3,982 | 18 | 0.02% | 0.02% | 80 | +88 | 2.26% | Q4 2025 | Feb 11, 2026 |
| WPG Advisers, LLC | History | Reduced | 3,591 | 16 | 0.01% | 0.01% | 81 | -20 | -0.55% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | No change | 3,000 | 13 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,308 | 10 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,000 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 1,853 | 8 | 0.0% | — | 85 | +1,853 | New | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,076 | 5 | 0.0% | — | 87 | +1,076 | New | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,282 | 5 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Added to | 1,066 | 4 | 0.0% | 0.0% | 88 | +275 | 34.77% | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 900 | 4 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 663 | 3 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 700 | 3 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 400 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Fox Hill Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -12,371 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,945 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,232 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Impact Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| SIGNATUREFD, LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |